Blended Portfolio component
Dynamic Multi-Asset StrategyThe New Generation Portfolio
Intro
Weighted Positions Based on Momentum and Volatility.
The Dynamic Multi-Asset Strategy – Series A is an adaptive allocation model designed with a focus on what we consider to be the top stocks in the Nasdaq 100 and the S&P 500. In addition, we’ve added equity index ETF’s and a layer of diversification consisting of multi-asset class ETF’s, which include commodities and precious metal positions that are not correlated to the equity markets. We run these through a proprietary tactical allocation screener each month to determine the top eight candidates for investment. We want to balance out the risk amongst the portfolio, so allocation weights vary according to each investment’s risk profile.
The portfolio consists of:
- 10 Stocks in the top 20 stocks in the NDX 100 by market weight
- 10 Stocks in the top 20 stocks in the S&P 500 by market weight
- 24 Multi-Asset ETF’s, fixed income, commodities
The New Generation Strategy is a component of the Blended Portfolio and is not available as a stand-alone portfolio strategy.
strategy
New Generation Multi-Asset Strategy
The Dynamic All Equity Strategy – Series B is an all-equity portfolio comprised of top NDX/SPX stocks by market capitalization. The model is a relative strength tactical model focuses on momentum leaders and selects from some of the most actively traded issues. Each month we select 8 candidates for an equally weighted investment portfolio and replace and reweight issues accordingly.
Contact Us
White Rock Capital Management
8880 Cal Center Drive
Suite. 195
Sacramento, CA 95826
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Office 916-706-1234
Fax: 888-363-2937